Estate Planning & Trust Administration

Are you prepared legally and financially for your possible loss of mental capacity to make your own decisions and manage your own property? Will your property pass to your intended beneficiaries when you pass away? Have you made appropriate arrangements for the ownership of your business or family farm should you pass away or be unable to continue working? You may face an increased risk of exposure to lawsuits, especially in our increasingly litigious society.

Without proper planning, you and your family will be subject to plans established by the legislature with results that may be contrary to your desires. The impact of taxes and administrative expenses will not be minimized and your beneficiaries may be exposed to unnecessary problems and litigation.

We regularly advise clients with respect to:

  • Wills
  • Revocable and irrevocable trusts
  • Gift, estate and generation-skipping transfer tax planning
  • Irrevocable life insurance trusts
  • Financial powers of attorney
  • Advance health care directives
  • Business succession planning
  • Planning for farms and agricultural properties

Probate Administration and Probate Litigation

No estate is too small or too large for PME LAW. We have extensive experience with probate administration, having handled estates of all complexities.

Whether the issues involve conservatorship and guardianship proceedings or contested probate matters, PME LAW will be by your side through every step of the process.

Trust Administration and Trust and Estate Litigation

Our Attorneys have significant experience with trust administration, including the settlement of complex estate matters, postmortem income tax planning and the use of disclaimers.

We will also represent you if you are a trustee or trust beneficiary in legal challenges, including contests, lawsuits, trust termination proceedings, disputes over accountings, and trustee removal proceedings.

Long-Term Care Planning & Medi-Cal Asset Preservation Planning

You may be healthy now, but think about who would pay the medical bills should you fall ill and need long-term care. Nowadays, long-term care bills can quickly pile up and wipe out a couple’s savings. Medicare and Medicare supplemental insurance only provide limited benefits for long-term care at home or in a nursing home. In California, Medi-Cal is the only public program that pays for long-term care expenses. PME LAW can help you evaluate your options, including long-term care insurance policies, Medi-Cal eligibility and estate recovery issues.

PME LAW’s estate planning and trust law services can help you, contact us at info@pmelaw.com or 559-447-5700.